Apple Inc.
AAPL- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0000320193
In the last 90 days, Apple Inc. insiders filed 0 open-market purchases and 8 sales; 6,151 institutions reported holding it in 13F filings for Q2 2026, worth $2.80T in total; 11 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
13F holders, Q1 2024
Institutional positions in Apple Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,024
- +123 vs. Q4 2023
- Shares held
- 9.33B
- +4.56M (0.0%) vs. Q4 2023
- Total value
- $1.61T
- −$194.5B (−10.8%) vs. Q4 2023
- New holders
- 217
- 1,966 more added
- Sold out
- 94
- 2,573 more reduced
76 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,151 | $2.80T |
| Q1 2026 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,404 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concorde Asset Management, LLC | 13,108 | $2.25M | 1.54% | −811−5.8% | Reduced |
| EWG Elevate Inc. | 13,118 | $2.25M | 0.86% | −27−0.2% | Reduced |
| Northern Capital Management, Inc. | 13,133 | $2.25M | 1.57% | +578+4.6% | Added |
| Palouse Capital Management, Inc. | 13,150 | $2.25M | 1.49% | +2,159+19.6% | Added |
| Harvest Investment Services, LLC | 13,163 | $2.26M | 0.91% | −2,335−15.1% | Reduced |
| Warner Financial, Inc | 13,191 | $2.26M | 1.13% | +10+0.1% | Added |
| Christensen, King & Associates Investment Services, Inc. | 13,207 | $2.26M | 1.13% | −460−3.4% | Reduced |
| Arbor Capital Management Inc | 12,459 | $2.27M | 2.15% | −822−6.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 13,219 | $2.27M | 1.43% | +3,449+35.3% | Added |
| Trilogy Capital Inc. | 13,223 | $2.27M | 0.13% | +2,813+27.0% | Added |
| Basepoint Wealth LLC | 13,234 | $2.27M | 1.71% | +1,757+15.3% | Added |
| Drake & Associates, LLC | 13,272 | $2.28M | 0.83% | −94−0.7% | Reduced |
| MBM Wealth Consultants, LLC | 13,278 | $2.28M | 0.80% | +575+4.5% | Added |
| Diker Management LLC | 13,292 | $2.28M | 1.85% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 13,326 | $2.29M | 1.61% | −9−0.1% | Reduced |
| Heartwood Wealth Advisors LLC | 13,328 | $2.29M | 0.28% | +12+0.1% | Added |
| Avondale Wealth Management | 13,328 | $2.29M | 1.60% | +2,526+23.4% | Added |
| Elkhorn Partners Limited Partnership | 13,355 | $2.29M | 1.65% | −1,655−11.0% | Reduced |
| Capital Wealth Alliance, LLC | 13,363 | $2.29M | 1.35% | −660−4.7% | Reduced |
| Lumbard & Kellner, LLC | 13,392 | $2.30M | 1.12% | −20−0.1% | Reduced |
| Virtus Investment Advisers, Inc. | 13,392 | $2.30M | 1.64% | +2,733+25.6% | Added |
| Smith & Howard Wealth Management, LLC | 13,424 | $2.30M | 0.71% | −1,140−7.8% | Reduced |
| Compass Wealth Management LLC | 13,466 | $2.31M | 0.58% | +3,484+34.9% | Added |
| Fenimore Asset Management Inc | 13,481 | $2.31M | 0.05% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 13,483 | $2.31M | 0.32% | −531−3.8% | Reduced |
| Penobscot Wealth Management | 13,492 | $2.31M | 1.46% | −10,712−44.3% | Reduced |
| Motive Wealth Advisors | 13,516 | $2.32M | 1.40% | +5,407+66.7% | Added |
| Shaker Investments LLC | 13,523 | $2.32M | 0.98% | +11,119+462.5% | Added |
| Autumn Glory Partners, LLC | 13,538 | $2.32M | 1.14% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 13,596 | $2.33M | 0.80% | +1,058+8.4% | Added |
| Gibbs Wealth Management | 13,622 | $2.34M | 1.34% | +13,622 | New |
| Guardian Financial Partners, LLC | 13,631 | $2.34M | 1.60% | −362−2.6% | Reduced |
| Triumph Capital Management | 13,750 | $2.34M | 0.95% | +6,195+82.0% | Added |
| Stonehearth Capital Management, LLC | 13,643 | $2.34M | 1.06% | −165−1.2% | Reduced |
| AFS Financial Group, LLC | 13,646 | $2.34M | 9.85% | −41,299−75.2% | Reduced |
| Forza Wealth Management, LLC | 13,653 | $2.34M | 1.22% | −400−2.8% | Reduced |
| Richard C. Young & CO., LTD. | 13,660 | $2.34M | 0.29% | +13,660 | New |
| Oldfather Financial Services, LLC | 13,664 | $2.34M | 0.96% | −4,359−24.2% | Reduced |
| Professional Financial Advisors, LLC | 13,682 | $2.35M | 0.67% | +8+0.1% | Added |
| Alpha DNA Investment Management LLC | 13,698 | $2.35M | 1.29% | −441−3.1% | Reduced |
| Greenup Street Wealth Management LLC | 13,699 | $2.35M | 0.59% | −9,696−41.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 13,717 | $2.35M | 0.36% | −30.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 14,105 | $2.36M | 1.39% | −394−2.7% | Reduced |
| Solitude Financial Services | 13,757 | $2.36M | 1.09% | −25,126−64.6% | Reduced |
| Fortune 45 LLC | 13,783 | $2.36M | 1.94% | −48−0.3% | Reduced |
| Harvey Investment Co LLC | 13,781 | $2.36M | 0.27% | +50.0% | Added |
| Capitol Family Office, Inc. | 13,797 | $2.37M | 3.06% | −466−3.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,809 | $2.37M | 2.07% | −655−4.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 13,932 | $2.37M | 0.60% | −901−6.1% | Reduced |
| SMART Wealth LLC | 13,822 | $2.37M | 1.07% | +2,039+17.3% | Added |
| Barden Capital Management, Inc. | 13,848 | $2.37M | 2.30% | −18,788−57.6% | Reduced |
| Weik Capital Management | 13,862 | $2.38M | 1.01% | −7,595−35.4% | Reduced |
| APCM Wealth Management for Individuals | 13,872 | $2.38M | 0.36% | −481−3.4% | Reduced |
| Mosley Wealth Management | 13,878 | $2.38M | 2.23% | −610−4.2% | Reduced |
| Burkett Financial Services, LLC | 13,898 | $2.38M | 1.23% | −232−1.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 13,915 | $2.39M | 1.70% | −734−5.0% | Reduced |
| Chicago Wealth Management, Inc. | 13,923 | $2.39M | 1.42% | +162+1.2% | Added |
| La Financiere de L'Echiquier | 13,928 | $2.39M | 0.10% | +2,920+26.5% | Added |
| SFG Wealth Management, LLC. | 13,985 | $2.40M | 1.42% | −1,360−8.9% | Reduced |
| Power Wealth Management LLC | 14,001 | $2.40M | 1.51% | −380−2.6% | Reduced |
| M3 Advisory Group, LLC | 14,007 | $2.40M | 2.18% | +1,860+15.3% | Added |
| Groesbeck Investment Management Corp | 14,005 | $2.40M | 2.56% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 14,013 | $2.40M | 0.12% | +14,013 | New |
| Longitude (Cayman) Ltd. | 14,060 | $2.41M | 3.51% | +3,000+27.1% | Added |
| Cardinal Strategic Wealth Guidance | 14,081 | $2.41M | 0.91% | −4,604−24.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 14,085 | $2.42M | 1.67% | −183−1.3% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 14,097 | $2.42M | 1.02% | +2,399+20.5% | Added |
| MA Private Wealth | 14,114 | $2.42M | 0.49% | +28+0.2% | Added |
| Holistic Planning, LLC | 14,149 | $2.43M | 1.85% | −638−4.3% | Reduced |
| Greenwich Investment Management, Inc. | 14,158 | $2.43M | 1.91% | −24−0.2% | Reduced |
| PAX Financial Group, LLC | 14,185 | $2.43M | 0.49% | +786+5.9% | Added |
| Mid-American Wealth Advisory Group, Inc. | 14,193 | $2.43M | 1.64% | +2,967+26.4% | Added |
| MN Wealth Advisors, LLC | 14,231 | $2.44M | 1.51% | +27+0.2% | Added |
| Tanglewood Legacy Advisors, LLC | 14,253 | $2.44M | 1.20% | +1,249+9.6% | Added |
| Seven Springs Wealth Group, LLC | 14,255 | $2.44M | 0.94% | +60.0% | Added |
| KLR Investment Advisors, LLC | 14,742 | $2.44M | 1.77% | −147−1.0% | Reduced |
| Savvy Advisors, Inc. | 14,258 | $2.44M | 1.41% | +5,093+55.6% | Added |
| One Degree Advisors Inc | 14,258 | $2.44M | 1.22% | −116−0.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 14,286 | $2.45M | 1.16% | −585−3.9% | Reduced |
| Napatree Capital LLC | 14,400 | $2.45M | 2.37% | −74−0.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 14,362 | $2.46M | 1.01% | −330−2.2% | Reduced |
| Wallace Advisory Group, LLC | 12,876 | $2.48M | 1.86% | −1,628−11.2% | Reduced |
| KC Investment Advisors, LLC | 14,472 | $2.48M | 1.29% | −11−0.1% | Reduced |
| WJ Wealth Management, LLC | 14,480 | $2.48M | 0.99% | +536+3.8% | Added |
| Running Point Capital Advisors, LLC | 14,481 | $2.48M | 1.11% | −4,018−21.7% | Reduced |
| Garrison Asset Management, LLC | 14,485 | $2.48M | 1.30% | −213−1.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 14,496 | $2.49M | 1.85% | −122−0.8% | Reduced |
| Olstein Capital Management, L.P. | 14,500 | $2.49M | 0.41% | 00.0% | Unchanged |
| West Bancorporation Inc | 14,509 | $2.49M | 1.64% | −1,446−9.1% | Reduced |
| Adams Wealth Management | 14,523 | $2.49M | 0.61% | −23−0.2% | Reduced |
| Townsend & Associates, Inc | 14,927 | $2.49M | 0.29% | −1,990−11.8% | Reduced |
| One + One Wealth Management, LLC | 14,533 | $2.49M | 1.43% | −324−2.2% | Reduced |
| Edentree Asset Management Ltd | 14,538 | $2.49M | 0.79% | −3,450−19.2% | Reduced |
| Cambridge Financial Group, LLC | 14,538 | $2.49M | 1.18% | −458−3.1% | Reduced |
| Davis Capital Management | 14,679 | $2.50M | 2.23% | +203+1.4% | Added |
| First Pacific Financial | 14,588 | $2.50M | 0.70% | +2,652+22.2% | Added |
| Eisler Capital (US) LLC | 14,624 | $2.51M | 0.85% | −959−6.2% | Reduced |
| RS Crum Inc. | 14,631 | $2.51M | 0.68% | −262−1.8% | Reduced |
| Davidson Capital Management Inc. | 14,635 | $2.51M | 0.81% | +2,236+18.0% | Added |
| Rather & Kittrell, Inc. | 14,637 | $2.51M | 0.75% | +1,584+12.1% | Added |